Topics & People

A special consultant involved in the Iran ceasefire negotiations in Islamabad.

A term used to describe the day the Trump administration implemented significant new tariffs, marking a major shift in trade policy.

A country involved in a geopolitical conflict that has strained supply chains and accelerated global inflation.

A term for the period of relative international peace overseen by the US. The discussion questions whether current trade policies are putting this status and the associated trust in US financial instruments at risk.

A country experiencing a flight of top scientific talent.

Critical elements essential for high-tech manufacturing, where supply chains are heavily dominated by Chinese processing capabilities.

The World Trade Organization, criticized for having rules that allowed China, as a 'developing nation', to subsidize its industries, which contributed to its dominance in sectors like rare earths at the expense of US competitors.

Billionaire investor whose NYC property was used as an example for the proposed pied-a-terre tax.

Official discussing the balance between innovation and safety in AI.

A market theory suggesting that Scott Bessent, as a key economic advisor in the Trump administration, would intervene to prevent a significant market downturn, similar to the concept of a 'Fed put'.

A publicly traded cloud content management and file sharing service for businesses.

President of Russia who initiated the invasion of Ukraine and is discussed as the primary driver of the conflict.